Emily Esten
emily@knowledgefutures.org

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Updated November 25th, 2024 by Emily Esten

Actions

Actions are activities that can be taken on a Pub. Actions are configured on specific Stages via the Actions tab of the Stage Editor sidebar. Actions can be triggered manually (by an Administrator on a specific Pub) or automatically (by a Rule on any Pub in that Stage). Actions can be triggered manually via the Actions tab of the Stage Editor,  A sa...

2 min reading time
Updated October 11th, 2024 by Emily Esten

Members

Members are users who are part of the Community, from the administrative team to  invited users who participate in the publishing process. The Members Dashboard (visible to Administrators) displays a table of all Members of a Community. The Members table can be sorted by any column ascending and descending. The table can also be searched by email. T...

1 min reading time
Updated December 10th, 2024 by Emily Esten

Stage Details

A Stage Details page provides an overview of a Stage, Pubs in that Stage, and information for managing the Stage. To edit Stage Settings, select the Edit Stage Settings button in the upper-right corner. This button brings a user to the Stage Settings in the Stage Editor....

0 min reading time
Updated December 12th, 2024 by Emily Esten

Types

Types, made up of Fields, define the structure of Pubs that may exist in a community. Pub Types can be assigned to Pubs upon creation. The Types Dashboard allows users to view all active Pub Types in a community.  A sample Types Dashboard   Types are listed in order of creation, appearing as dropdown menus labeled with the Type Name and Description....

1 min reading time
Updated October 11th, 2024 by Emily Esten

Fields

Visible to Admins, the Fields Dashboard includes a table of all the Fields at use in a given Community. Fields are the bottom-level unit of PubPub Platform. Communities use Fields to define community-specific metadata. Fields can be collected and arranged to create Types, Forms, and Pubs.    The table includes the following headers:   Name: the Fiel...

1 min reading time
Updated October 10th, 2024 by Emily Esten

Views

Views are where users can observe various activities taking place within a Community.  The sidebar is divided into Views and Manage. Any visible Views will appear in the sidebar.   Action Log Visible to Admins, the Action Log displays a table of all the actions that have r Visible to Admins, the Action Log displays a table of all the actions that ha...

0 min reading time
Updated October 10th, 2024 by Emily Esten

Dashboards

Dashboards are where users manage Workflows, Forms, Types, and Members. Each of these configurations have a Dashboard where users can see useful information, search and organize content, and make changes to settings. To visit the Dashboard, select the Dashboard name on the sidebar below “Manage”.   ...

0 min reading time
Updated December 10th, 2024 by Emily Esten

Workflows

The Workflows Dashboard lays out a top-to-bottom flow of steps that a Pub will move through in a Community from submission to publication.  Workflows are made up of Stages, a step in a Community's publishing process, where Pubs can be acted upon.  The Workflows Dashboard   Similar to the All Pubs Dashboard, the Workflows Dashboard displays a list of...

0 min reading time
Updated December 19th, 2024 by Emily Esten

Forms

A blank Forms Dashboard A Form is a way to collect information to create, edit, and update Pubs. Forms are associated with Pub Types, and are made up of Elements like Fields and Structures. The Forms dashboard displays a table of all Forms created in a Community. The table includes: Name: the Name of the Form. Upon creation, default Forms are named ...

3 min reading time
Updated August 27th, 2024 by Emily Esten

Logging In

If invited to create a PubPub Platform account, a user will receive an email from Team PubPub with a prompt to choose a password.  Log in at app.pubpub.org/login. The Login page If you forget your password, select the “Forgot Password” link, and enter your email address. A password-reset email will be sent; please check your spam folder if you do no...

0 min reading time
Updated December 10th, 2024 by Emily Esten

Pub Details

Pub Details A Pub Details page provides an overview of a Pub, associated Fields and Field Values, and information for managing the Pub. A sample Pub Details page On the left side of the page, Fields associated with that pub will display with Field Values. Any attached files to the Pub may be downloaded on this page. On the right side of the page, th...

0 min reading time
Updated October 25th, 2024 by Emily Esten

Tokens

When configuring an email Action or configuring paragraphs within Forms, you can use Tokens to pull in specific values.  Tokens use a colon character (:) to indicate the start of a Token, followed by one of the Token-values. The system will highlight a token in blue if the syntax is recognized, though it does not mean the value of the Token (e.g., a...

2 min reading time
Updated December 9th, 2024 by Emily Esten

Navigating the PubPub Platform Interface

After logging in, users are redirected to the PubPub Platform Interface. Users can navigate the main user interface by selecting tabs from the left-sidebar. The sidebar includes: All Pubs Views Action Log (only visible to Admins): The Action Log displays a table of all the actions that have run (as well as those scheduled to run) in a Community. Man...

0 min reading time
Updated October 11th, 2024 by Emily Esten

Action Log

Visible to Admins, the Action Log displays a table of all the actions that have run (as well as those scheduled to run) in a Community. The Action Log can be sorted by any column ascending and descending. A sample Action Log The table includes the following headers:   Action: the name of the Action that was run Initiator: the cause for the Action to...

0 min reading time
Updated September 17th, 2024 by Emily Esten

Find Resources for PubPub Legacy

This site contains documentation to help users understand, use, and reference PubPub’s features, as well as to learn more about how we and others are using the platform. We’ve split documentation into three sections: guides, resources, and videos. Guides are written as walkthroughs intended to help users get started on the platform. Resources are ge...

0 min reading time
Updated December 12th, 2024 by Emily Esten

All Pubs

The All Pubs Dashboard will display a list of all the Pubs in your Community for which a user has access, sorted by most recently updated.  A screenshot of the All Pubs Dashboard   Each Pub appears on a Pub Card in the list, which includes: the Pub Type the Pub Title Contents If Contents is selected, the Card will expose a list of related Pubs by ti...

1 min reading time
Updated November 26th, 2024 by Emily Esten

Stage Editor

To make changes to the flow of the Workflow, access the Stage Editor from the panel. The Stage Editor is a graph-based view of the stages and workflows in the Community. Admins can use the Stage Editor to  configure and manage Workflows configure and manage Stages configure and manage Actions at the Stage level configure and manage Pubs at the Stage...

2 min reading time
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